Leo H. Evart, Inc.
REDWOOD CITY CA · SEC CIK 0001920405
$1.27亿2026Q2 申报市值
295持仓数
56.3%前十大占比 · 第一大 15.2%
9 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VCRB 新建仓+$294.33万
GBIL 加仓+$77.18万
VTV 加仓+$29.86万
VTEC 新建仓+$24.86万
VXUS 加仓+$23.70万
2026Q2 卖出最多 按季末市值估算
BND 减仓-$215.94万
BIV 减仓-$61.57万
AAPL 减仓-$57.55万
SGOV 减仓-$51.76万
SCHG 减仓-$26.56万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $1,918.83万 | 15.15% | 190,606 | -5,142 | -2.6% | -$51.76万 | 减仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $1,143.00万 | 9.03% | 337,766 | -7,850 | -2.3% | -$26.56万 | 减仓 |
| VTV | VANGUARD VALUE INDEX FUND ETF SHARES | $683.22万 | 5.40% | 31,350 | 1,370 | 4.6% | $29.86万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | $580.51万 | 4.58% | 79,078 | -29,416 | -27.1% | -$215.94万 | 减仓 |
| VUG | VANGUARD GROWTH INDEX FUND ETF SHARES | $558.52万 | 4.41% | 64,839 | -531 | -0.8% | -$4.57万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $547.03万 | 4.32% | 111,005 | -1,842 | -1.6% | -$9.08万 | 减仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES | $526.51万 | 4.16% | 68,646 | -8,028 | -10.5% | -$61.57万 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $461.30万 | 3.64% | 166,534 | 6,475 | 4.0% | $17.94万 | 加仓 |
| GBIL | GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF | $363.82万 | 2.87% | 36,325 | 7,706 | 26.9% | $77.18万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | $342.45万 | 2.70% | 14,473 | -40 | -0.3% | -$9,464 | 减仓 |
| AAPL | APPLE INC | $329.10万 | 2.60% | 11,373 | -1,989 | -14.9% | -$57.55万 | 减仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $305.25万 | 2.41% | 82,792 | -1,415 | -1.7% | -$5.22万 | 减仓 |
| SCHD | SCHWAB U.S. DIVIDEND EQUITY ETF | $304.21万 | 2.40% | 95,936 | 997 | 1.1% | $3.16万 | 加仓 |
| VB | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | $299.36万 | 2.36% | 9,876 | 379 | 4.0% | $11.49万 | 加仓 |
| BSV | VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES | $295.26万 | 2.33% | 37,898 | 859 | 2.3% | $6.69万 | 加仓 |
| VCRB | VANGUARD CORE BOND ETF | $294.33万 | 2.32% | 38,109 | 38,109 | — | $294.33万 | 新建仓 |
| VOO | VANGUARD S&P 500 ETF | $267.65万 | 2.11% | 3,897 | 138 | 3.7% | $9.48万 | 加仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $245.19万 | 1.94% | 67,863 | -1,975 | -2.8% | -$7.14万 | 减仓 |
| ORCL | ORACLE CORP | $205.98万 | 1.63% | 14,055 | 11 | 0.1% | $1,612 | 加仓 |
| VHT | VANGUARD HEALTH CARE INDEX FUND ETF SHARES | $197.31万 | 1.56% | 6,599 | 58 | 0.9% | $1.73万 | 加仓 |
| VO | VANGUARD MID-CAP INDEX FUND ETF SHARES | $185.51万 | 1.46% | 23,025 | 309 | 1.4% | $2.49万 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES | $178.00万 | 1.41% | 14,893 | -603 | -3.9% | -$7.21万 | 减仓 |
| TCAF | T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | $130.72万 | 1.03% | 31,806 | 998 | 3.2% | $4.10万 | 加仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $125.47万 | 0.99% | 13,147 | 166 | 1.3% | $1.58万 | 加仓 |
| SCHZ | SCHWAB U.S. AGGREGATE BOND ETF | $122.36万 | 0.97% | 52,899 | -382 | -0.7% | -$8,836 | 减仓 |
| GLD | SPDR GOLD SHARES | $97.33万 | 0.77% | 2,642 | -158 | -5.6% | -$5.82万 | 减仓 |
| TSLA | TESLA INC | $89.50万 | 0.71% | 2,128 | 0 | 0.0% | — | 不变 |
| FEOE | FIRST EAGLE OVERSEAS EQUITY ETF | $75.39万 | 0.60% | 14,118 | 350 | 2.5% | $1.87万 | 加仓 |
| AMZN | AMAZON.COM INC | $64.63万 | 0.51% | 2,712 | 100 | 3.8% | $2.38万 | 加仓 |
| JPIE | JPMORGAN INCOME ETF | $61.03万 | 0.48% | 13,253 | 159 | 1.2% | $7,322 | 加仓 |
| VBR | VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES | $60.90万 | 0.48% | 2,506 | 15 | 0.6% | $3,645 | 加仓 |
| GOOGL | ALPHABET INC CLASS A | $57.48万 | 0.45% | 1,608 | 28 | 1.8% | $1.00万 | 加仓 |
| GOOG | ALPHABET INC CLASS C | $52.20万 | 0.41% | 1,477 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | $52.07万 | 0.41% | 3,295 | 292 | 9.7% | $4.61万 | 加仓 |
| MSFT | MICROSOFT CORP | $51.33万 | 0.41% | 1,376 | 37 | 2.8% | $1.38万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $51.16万 | 0.40% | 10,838 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $48.49万 | 0.38% | 5,231 | 1 | 0.0% | $93 | 加仓 |
| CVX | CHEVRON CORP NEW | $44.91万 | 0.35% | 2,710 | 1 | 0.0% | $166 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $43.88万 | 0.35% | 588 | 1 | 0.2% | $746 | 加仓 |
| SGOL | ABRDN PHYSICAL GOLD SHARES ETF | $40.82万 | 0.32% | 10,677 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CLASS A | $40.67万 | 0.32% | 722 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES | $35.82万 | 0.28% | 4,191 | 2,772 | 195.3% | $23.70万 | 加仓 |
| — | EXXON MOBIL CORP | $34.71万 | 0.27% | 2,539 | -117 | -4.4% | -$1.60万 | 减仓 |
| NVDA | NVIDIA CORP | $34.44万 | 0.27% | 1,721 | 92 | 5.6% | $1.84万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWERS ETF | $34.36万 | 0.27% | 9,161 | 1,327 | 16.9% | $4.98万 | 加仓 |
| RSPH | INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF | $32.42万 | 0.26% | 9,768 | 17 | 0.2% | $564 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $28.52万 | 0.23% | 686 | 4 | 0.6% | $1,663 | 加仓 |
| IOT | SAMSARA INC CLASS A | $24.87万 | 0.20% | 7,669 | -474 | -5.8% | -$1.54万 | 减仓 |
| VTEC | VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF | $24.86万 | 0.20% | 2,471 | 2,471 | — | $24.86万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $22.54万 | 0.18% | 887 | -58 | -6.1% | -$1.47万 | 减仓 |
| QQQ | INVESCO QQQ TR | $20.01万 | 0.16% | 272 | 48 | 21.4% | $3.53万 | 加仓 |
| LLY | ELI LILLY AND CO | $19.91万 | 0.16% | 166 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $19.65万 | 0.16% | 1,407 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD ENERGY INDEX FUND ETF SHARES | $19.17万 | 0.15% | 1,276 | 7 | 0.6% | $1,052 | 加仓 |
| HD | HOME DEPOT INC | $18.14万 | 0.14% | 514 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES CORE S&P 500 ETF | $17.60万 | 0.14% | 235 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY CLASS B | $17.51万 | 0.14% | 350 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $16.50万 | 0.13% | 441 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $15.98万 | 0.13% | 136 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | $15.96万 | 0.13% | 1,626 | 641 | 65.1% | $6.29万 | 加仓 |
| CSCO | CISCO SYS INC | $15.70万 | 0.12% | 1,336 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $15.11万 | 0.12% | 2,029 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $15.03万 | 0.12% | 406 | 14 | 3.6% | $5,182 | 加仓 |
| ABBV | ABBVIE INC | $14.39万 | 0.11% | 572 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $14.21万 | 0.11% | 171 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $13.31万 | 0.11% | 615 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES | $13.09万 | 0.10% | 358 | -10 | -2.7% | -$3,658 | 减仓 |
| LOGI | LOGITECH INTERNTNL S FCLASS N | $12.58万 | 0.10% | 1,338 | -138 | -9.3% | -$1.30万 | 减仓 |
| SCHB | SCHWAB U.S. BROAD MARKETETF | $11.71万 | 0.09% | 4,044 | 11 | 0.3% | $319 | 加仓 |
| WMT | WALMART INC | $11.68万 | 0.09% | 1,031 | 1 | 0.1% | $113 | 加仓 |
| AMAT | APPLIED MATLS INC | $10.85万 | 0.09% | 150 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $10.82万 | 0.09% | 799 | 115 | 16.8% | $1.56万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $10.76万 | 0.08% | 318 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE REIT | $10.63万 | 0.08% | 334 | -68 | -16.9% | -$2.16万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $10.60万 | 0.08% | 723 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $10.44万 | 0.08% | 577 | 0 | 0.0% | — | 不变 |
| SCHW | CHARLES SCHWAB CORP | $10.40万 | 0.08% | 1,127 | 4 | 0.4% | $369 | 加仓 |
| SPCX | SPACE EX TECH SPACEX CLASS A | $10.31万 | 0.08% | 603 | 603 | — | $10.31万 | 新建仓 |
| EXPD | EXPEDITORS INTL WASH INCCLASS A | $10.30万 | 0.08% | 632 | -172 | -21.4% | -$2.80万 | 减仓 |
| MO | ALTRIA GROUP INC | $10.09万 | 0.08% | 1,402 | 4 | 0.3% | $288 | 加仓 |
| T | AT&T INC | $9.80万 | 0.08% | 4,733 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC REIT | $9.77万 | 0.08% | 721 | -280 | -28.0% | -$3.79万 | 减仓 |
| MDLZ | MONDELEZ INTL INC CLASS CLASS A | $9.19万 | 0.07% | 1,589 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD ULTRA-SHORT BOND ETF SHARES | $9.03万 | 0.07% | 1,814 | -258 | -12.5% | -$1.28万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $8.95万 | 0.07% | 195 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD CONSUMER STAPLES INDEX FUND ETF SHARES | $8.76万 | 0.07% | 389 | 1 | 0.3% | $225 | 加仓 |
| NSRGY | NESTLE S A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $8.73万 | 0.07% | 850 | -100 | -10.5% | -$1.03万 | 减仓 |
| SBUX | STARBUCKS CORP | $8.63万 | 0.07% | 844 | 1 | 0.1% | $102 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $8.13万 | 0.06% | 594 | 4 | 0.7% | $547 | 加仓 |
| HCA | HCA HEALTHCARE INC | $8.11万 | 0.06% | 208 | -10 | -4.6% | -$3,899 | 减仓 |
| RPG | INVESCO S&P 500 PURE GROWTH ETF | $8.05万 | 0.06% | 1,260 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $7.95万 | 0.06% | 263 | 3 | 1.2% | $907 | 加仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $7.88万 | 0.06% | 1,493 | 8 | 0.5% | $422 | 加仓 |
| WFC | WELLS FARGO & CO | $7.62万 | 0.06% | 922 | 1 | 0.1% | $83 | 加仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES | $7.49万 | 0.06% | 894 | 4 | 0.4% | $335 | 加仓 |
| ABT | ABBOTT LABS | $7.33万 | 0.06% | 808 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS I | $7.20万 | 0.06% | 1,701 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $6.96万 | 0.05% | 800 | 0 | 0.0% | — | 不变 |
| UPWK | UPWORK INC | $6.83万 | 0.05% | 8,164 | -10 | -0.1% | -$84 | 减仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $6.81万 | 0.05% | 270 | 0 | 0.0% | — | 不变 |